Mark Phelps Email & Phone Number
Sr. Director, Fixed Income and Multi-Asset
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Mark Phelps Location
- Minneapolis, MN, US
Mark Phelps Work
- Sr. Director, Fixed Income and Multi-Asset @ Ameriprise Financial Services, LLC (April 2023 - Present)
- Director of Multi-Asset Solutions @ Ameriprise Financial Services, LLC (January 2017 - April 2023)
- VP, Portfolio Strategy @ (October 2014 - December 2016)
- Portfolio Manager and Sr. Research Analyst @ Ameriprise Financial Services, Inc. (April 2013 - October 2014)
- Manager Research Consultant @ (September 2007 - March 2013)
- Hedge Fund Research Analyst @ Jeffrey Slocum & Associates (December 2003 - August 2007)
- Mortgage Loan Analyst @ (October 2002 - December 2003)
Mark Phelps Education
- University of Minnesota
BS (Applied Economics, Emphasis in Management and Finance)
2002
Mark Phelps Skills
- Mutual Funds
- Portfolio Management
- Investment Strategies
- Economics
- Capital Markets
- Leadership
- Endowments
- Bloomberg
- Investment Management
- Hedge Funds
- Fixed Income
- Bonds
- Due Diligence
- Equities
- Alternative Investments
- Asset Allocation
- Asset Management
- Investments
Mark Phelps Summary
- Mark Phelps, based in Minneapolis, MN, US, is currently a Sr. Director, Fixed Income and Multi-Asset at Ameriprise Financial Services, LLC. Mark Phelps brings experience from previous roles at Ameriprise Financial Services, LLC, Nuveen Investments, Ameriprise Financial Services, Inc. and Mercer Investment Consulting. Mark Phelps holds a BS in Applied Economics, Emphasis in Management and Finance @ University of Minnesota. With a robust skill set that includes Mutual Funds, Portfolio Management, Investment Strategies, Economics, Capital Markets and more. Mark Phelps has 1 emails and 2 mobile phone numbers on RocketReach.
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